Professional Services
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Barsz Gowie Amon & Fultz Explains 2025 Federal Payroll Tax Changes
The start of 2025 brings important federal payroll tax and withholding changes that every employer needs to understand. From updates to Social Security wage limits to adjustments in retirement contributions and tax withholding rates, these changes directly impact payroll management and compliance. “As we move into 2025, staying informed about payroll tax changes is more…
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Conshohocken’s Pitcairn Makes First Acquisition in Their 102-Year History
Conshohocken’s Pitcairn, the ultra-high-net-worth family investment management company completed its first acquisition in its 102-year history, writes Jeff Blumenthal for the Philadelphia Business Journal. The company purchased purchased Baltimore-based Brightside Partners. Brightside brings six employees and $2.5 billion in client assets, increasing Pitcairn’s total advised assets to $9 billion. CEO Andrew Busser, who took over…
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Barsz Gowie Amon & Fultz Hosts Annual Firm Training Featuring World Series Champion Ryan Lavarnway
Barsz Gowie Amon & Fultz (BGA&F) recently held its annual firm training at The Drexelbrook, featuring keynote speaker Ryan Lavarnway, who was flown in from Denver, Colorado, to inspire the team. Lavarnway, a retired Boston Red Sox catcher, World Series Champion, and two-time Olympian, delivered an engaging talk titled “Unleashing Potential: How Embracing the ‘Why…
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The Rules of Retirement Are Being Rewritten, Mostly by the Retirees
For high-status professionals, retirement is anything but traditional, with golfing, gardening and traveling replaced with new rules of retirement that include scaled back, but still active, careers, writes Christina Binkley for the Robb Report. Barry Schwartz, best-selling author of The Paradox of Choice, announced he was retiring as a Swarthmore College psychology professor to be…
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Learn the Essentials of Estate Planning at 4-Part Virtual Series
A free four-part educational series on estate planning, “Essentials of Estate Planning From Family to Community,” is being offered by The Foundation for Delaware County and Civic Capital Consulting. The virtual series will help you make informed decisions about your assets and legacy plans. They are open to anyone interested in personal estate planning who…
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One of America’s Richest Keeps Residence in Delaware County
She is one of the 400 richest people in America and she happens to live in Delaware County. Three others live nearby. Seven residents from the region made the Forbes 400 list of America’s richest people, writes Ryan Mulligan for Philadelphia Business Journal. Victoria Mars, in Newtown Square, was 69th on the Forbes list, with…
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Unlocking The Power of CLOs: A High-Yield Weapon for Savvy Investors
New asset classes do not come along very often, but there are some unique ones worth investigating. One that you may not have much exposure to is called a collateralized loan obligation or CLO. CLOs are not new, having been around since banks and insurance companies started to use CLO technology for regulatory capital relief…
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Why Private Preferred Stocks Are an Investment You Should Consider
This double agent of stocks could be a strong investment in your portfolio. Most people know that businesses can be private or public. A business may choose to sell common stock or preferred stock. But, what most people do not know is that a public company can also sell private preferred stock. Public common stock is open to daily stock market…
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Kylie Kelce’s Net Worth Is Growing and She’s Putting It to Good Use
Despite a modest approach to her celebrity, Kylie Kelce is reaping the financial benefits as part of a popular two-some. As her Instagram followers grow, so does Kylie’s net worth, thanks to a large number of celebrity endorsements. She’s been able to use that to help several philanthropic causes, writes Mehera Bonner for Cosmopolitan. According…
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Here’s How Delaware County Purchasing Power Compares to Rest of Pennsylvania for 2024
Compared to everyone else in Pennsylvania, the purchasing power of Delaware County residents is in the top 10, but neighbors in Chester, Bucks, and Montgomery County are able to buy a bit more with their dollars, according to SmartAsset’s 2024 Cost of Living calculator. Delaware County showed up sixth highest in the state for purchasing…
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Why Taylor Swift’s Career Is a Masterclass in Alternative Investment
Taylor Swift and her team are a genius organization, to be this popular for this long and put out a product that changes but keeps original fans still engaged. When artists update the type of music they create, some people drop off because it is not what they want. With Swift, she keeps those fans and…
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I Don’t Want To Pay Taxes: There Is an ‘Alt’ For That
Typically people begin worrying about taxes as their W-2s start to come in. But, to better prepare for next year’s taxes, now is the time to begin planning, and there is one type of alternative investment that comes into favor. If you want to reduce your taxes, you have a few choices. You could reduce…
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Samson Wealth Management Group to Rebrand as XML Financial Group
Samson Wealth Management Group, the Fort Washington-based financial institution, recently announced its official rebranding to XML Financial Group (“XML”), effective September 2, 2024. This change comes as a culmination of the merger between Samson Wealth Management Group and XML, which occurred in July 2022. The decision to adopt the XML name reflects the successful integration and synergy achieved…
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The Secret Weapon of High-Net-Worth Individuals Is Their Network
We already know that in real estate it is location, location, location. When it comes to getting exposed to alternative wealth strategies, being exposed to people who are investing in these deals, can help. Networking with rich individuals facilitates both wealth accumulation and access to exclusive investment opportunities, benefiting both parties involved. A prime example…
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Bridging the Past with the Future: Creative Capital Wealth Management Group Unveils New Logo and Website
The bridge logo of the nationally recognized, retainer-based Creative Capital Wealth Management Group is well-established not just in its home territory of Chester Springs but also in 34 states. In fact, over the course of the firm’s 20 years in business, Creative Capital’s steadfast branding and personal approach to wealth management has fostered long relationships…
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See How Much Philadelphians Are Earning
The great Philadelphia salary report of 2024 is out, providing us with a chance to see what locals are earning, from CEOs and athletes to drag queens and 911 dispatchers, writes Victor Fiorillo for Philadelphia Magazine. With $32.1 million, Comcast CEO Brian Roberts is the highest-paid CEO at any publicly traded company in the region.…
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Diversify Your Portfolio: The Art Of Selecting Alternative Investments
Let’s face it, the world of alternative investments is big and getting bigger. So what should you look for when selecting an alternative investment? The fact is that there are four basic ways to invest in assets other than stocks and bonds: If you can invest directly into the underlying asset (like a $30M distribution…
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Delaware County Ticketholder Wins Million Dollar Powerball Prize
A Delaware County Powerball ticket holder is a million dollars richer after hitting five of the numbers drawn on Wednesday, March 27, reports the 6abc Digital Staff. There continues to be no top winners of the Powerball jackpot, which stood Monday, April 1, at $1.026 billion, the fifth time that jackpot has reached so high.…
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